Accounting Case Study – Forecast Financials

Accounting Case Study – Forecast Financials

Client Background: Our client is in the healthcare sector, it provides healthcare-related management services through its affiliates. Being a representative of the client’s transaction advisory team, we performed financial due diligence on historical data while also...
Benefits of ERP Transition: A Case Study 

Benefits of ERP Transition: A Case Study 

Introduction: In the fast-paced world of business, staying competitive often necessitates upgrading systems to meet growing needs. This case study explores the journey of Company X as it transitioned from one Enterprise Resource Planning (ERP) vendor to another. The...
Contingent Consideration Valuation

Contingent Consideration Valuation

THE CLIENT AND THE ASK: A pharmaceutical company (the “Acquirer”) acquired a biotechnology company (the “Company”) in exchange for an upfront payment and certain payments contingent upon successful achievement of future regulatory and sales milestones for certain...
Forecasting and Valuation

Forecasting and Valuation

THE COMPANY AND THE ASK: The Company is a technology company with a business proposition to provide diagnostic services to rural India and reduce the turnaround time of getting the report from 24 hours to 1 hour. The Company was operating using multiple business...
IRC – 409A Valuation of Common Stock

IRC – 409A Valuation of Common Stock

THE COMPANY: A biotechnology company (the “Company”) engaged in the development of an Influenza vaccine as its flagship product with others in the pipeline. The lead drug was in the pre-clinical phase of development, as of the date of valuation. The Company had raised...
ASC – 815 Valuation of Complex Securities

ASC – 815 Valuation of Complex Securities

Instruments Complex securities and embedded derivatives such as convertible debt, profit interests, preferred warrants, purchase options, securities that have unique characteristics, as mentioned below. Characteristics (indicative list) Warrants convertible in next...
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